Purchases and Sales Made in Q4 2021 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q4 2021. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI INF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1.2K+ 3.26% |
$140K - $165K
|
37.9K
$7.26M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
1.12KNew |
$132K - $155K
|
1.12K
$215K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.1K+ 4.14% |
$129K - $151K
|
27.6K
$5.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.08K+ 30.19% |
$127K - $149K
|
4.66K
$892K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.08K+ 5.33% |
$126K - $148K
|
21.3K
$4.08M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.06K+ 5.71% |
$124K - $145K
|
19.5K
$3.74M
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.05K+ 53.27% |
$123K - $145K
|
3.02K
$580K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.03K+ 0.83% |
$120K - $141K
|
124K
$23.8M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
999New |
$117K - $138K
|
999
$191K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
978+ 9.57% |
$115K - $135K
|
11.2K
$2.15M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
909+ 10.08% |
$107K - $125K
|
9.93K
$1.9M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
886+ 4.91% |
$104K - $122K
|
18.9K
$3.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
844+ 34.21% |
$99K - $116K
|
3.31K
$635K
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
801+ 24.48% |
$94K - $110K
|
4.07K
$781K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
742+ 22.12% |
$87K - $102K
|
4.1K
$785K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
680+ 10.09% |
$79.8K - $93.6K
|
7.42K
$1.42M
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
680+ 10.09% |
$79.8K - $93.6K
|
7.42K
$1.42M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
616+ 7.07% |
$72.3K - $84.8K
|
9.33K
$1.79M
|
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
599+ 15.13% |
$70.3K - $82.5K
|
4.56K
$873K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
510New |
$59.8K - $70.2K
|
510
$97.7K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
454+ 17.43% |
$53.3K - $62.5K
|
3.06K
$586K
|
|
|
Jan 06, 2022
Q4 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
445+ 21.36% |
$52.2K - $61.3K
|
2.53K
$484K
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
424+ 1.16% |
$49.7K - $58.4K
|
36.8K
$7.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
403+ 122.87% |
$47.3K - $55.5K
|
731
$140K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
394+ 31.83% |
$46.2K - $54.2K
|
1.63K
$313K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
382+ 42.3% |
$44.8K - $52.6K
|
1.29K
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
371+ 10.23% |
$43.5K - $51.1K
|
4K
$766K
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
367+ 1.98% |
$43K - $50.5K
|
18.9K
$3.63M
|
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
347+ 15.58% |
$40.7K - $47.8K
|
2.57K
$493K
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
326+ 12.36% |
$38.2K - $44.9K
|
2.96K
$568K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
325New |
$38.1K - $44.7K
|
325
$62.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
300New |
$35.2K - $41.3K
|
300
$57.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
299+ 45.37% |
$35.1K - $41.2K
|
958
$184K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
296+ 7.55% |
$34.7K - $40.8K
|
4.22K
$808K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
287New |
$33.7K - $39.5K
|
287
$55K
|
|
|
Jan 27, 2022
Q4 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
276+ 2.44% |
$32.4K - $38K
|
11.6K
$2.22M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
260New |
$30.5K - $35.8K
|
260
$49.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
249+ 0.95% |
$29.2K - $34.3K
|
26.3K
$5.05M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
245+ 6.45% |
$28.7K - $33.7K
|
4.04K
$775K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
235+ 4.19% |
$27.6K - $32.4K
|
5.85K
$1.12M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
230+ 11.9% |
$27K - $31.7K
|
2.16K
$415K
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
228+ 8.66% |
$26.7K - $31.4K
|
2.86K
$548K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
212New |
$24.9K - $29.2K
|
212
$40.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
209+ 90.09% |
$24.5K - $28.8K
|
441
$84.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
200+ 2.07% |
$23.5K - $27.5K
|
9.88K
$1.89M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
188+ 3.0% |
$22.1K - $25.9K
|
6.45K
$1.24M
|
|
|
Jan 21, 2022
Q4 2021
|
Sequent Asset Management, LLC
|
BUY
|
- |
185+ 1.25% |
$21.7K - $25.5K
|
15K
$2.87M
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
155New |
$18.2K - $21.3K
|
155
$29.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
142+ 1.47% |
$16.7K - $19.5K
|
9.82K
$1.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
137+ 0.92% |
$16.1K - $18.9K
|
15.1K
$2.89M
|